Investment Operations Specialist & Client Liaison
Claire Myers Consulting
A boutique advisory firm in Orlando, FL is seeking an experienced Investment Operations Associate. This role involves managing investment operations and supporting financial advisors. Responsibilities include opening accounts, client communications, and ensuring smooth operational workflows. Ideal candidates will have over 2 years of investment operations experience and proficiency in related financial platforms. This full-time position offers a competitive salary and opportunity for bonuses. #J-18808-Ljbffr Claire Myers Consulting
Vacancy posted more than 2 months ago
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